全球半导体巨头台积电（TSMC）近期宣布启动大规模扩产计划，以应对人工智能（AI）芯片领域的强劲需求。据科创板日报报道，该公司计划在四月份开始对多达十座2nm晶圆厂和先进封装厂进行装机与建设。这一举措标志着台积电在提升制程技术与产能上的决心，以保持其在全球半导体行业的领先地位。
台积电的扩产行动并不止步于2nm技术。供应链内部消息透露，公司将继续推进至1.4nm及1nm的尖端制程工艺。据厂商估计，1nm世代的生产设施在台湾的投资建设预计将涉及8至10座新厂。这一系列的扩张计划表明，台积电正积极布局未来，以满足AI、云计算和5G等高增长领域的芯片需求。
随着AI技术的飞速发展，高性能、低功耗的芯片成为了市场的“香饽饽”。台积电的扩产不仅将有助于满足客户的需求，也将对全球半导体供应链产生深远影响，进一步巩固其在先进制程技术上的竞争优势。然而，大规模的投资和建设也将对公司的财务状况和全球半导体市场的供需平衡提出新的挑战。
英语如下：
**News Title:** “TSMC Accelerates Expansion with Plans for Ten New Factories Targeting 2nm AI Chip Manufacturing”
**Keywords:** TSMC expansion, AI chip demand, 2nm foundries
**News Content:**
Title: TSMC Steps Up Its Expansion to Meet Soaring Demand in the AI Chip Market
Global semiconductor giant TSMC (Taiwan Semiconductor Manufacturing Company) recently announced a large-scale expansion plan in response to the robust demand for artificial intelligence (AI) chips. According to the Science and Technology Innovation Board Daily, the company intends to commence installation and construction of up to ten 2nm foundries and advanced packaging facilities starting in April. This move signals TSMC’s commitment to enhancing its processing technology and capacity, thereby maintaining its leading position in the global semiconductor industry.
TSMC’s expansion efforts extend beyond 2nm technology. Insider sources from the supply chain reveal that the company is also pushing forward with advanced processes down to 1.4nm and 1nm. Industry estimates suggest that the construction of 1nm generation production facilities in Taiwan could involve 8 to 10 additional factories. This series of expansion plans underscores TSMC’s proactive positioning for the future, catering to the chip demands in high-growth sectors such as AI, cloud computing, and 5G.
As AI technology rapidly evolves, high-performance, low-power consumption chips have become highly sought after. TSMC’s expansion not only helps meet customer needs but also exerts a profound impact on the global semiconductor supply chain, solidifying its competitive edge in advanced process technologies. However, these massive investments and constructions present new challenges to the company’s financial health and the balance of supply and demand in the global semiconductor market.
【来源】https://www.chinastarmarket.cn/detail/1613609
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